Florida Statutes

Fla. Stat. § 733.604 (2025)

Inventories and accountings; public records exemptions.

✓ 2025 Florida Statutes — current through the 2025 Regular Session

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733.604 Inventories and accountings; public records exemptions.—

(1)(a) Unless an inventory has been previously filed, a personal representative shall file a verified inventory of property of the estate, listing it with reasonable detail and including for each listed item its estimated fair market value at the date of the decedent’s death.

(b)1. Any inventory of an estate, whether initial, amended, or supplementary, filed with the clerk of the court in conjunction with the administration of an estate is confidential and exempt from s. 119.07(1) and s. 24(a), Art. I of the State Constitution.

2. Any inventory of an elective estate, whether initial, amended, or supplementary, filed with the clerk of the court in conjunction with an election made in accordance with part II of chapter 732 is confidential and exempt from s. 119.07(1) and s. 24(a), Art. I of the State Constitution.

3. Any accounting, whether interim, final, amended, or supplementary, filed with the clerk of court in an estate proceeding is confidential and exempt from s. 119.07(1) and s. 24(a), Art. I of the State Constitution.

4. Any inventory or accounting made confidential and exempt by subparagraph 1., subparagraph 2., or subparagraph 3. shall be disclosed by the custodian for inspection or copying:

a. To the personal representative;

b. To the personal representative’s attorney;

c. To an interested person as defined in s. 731.201; or

d. By court order upon a showing of good cause.

5. These exemptions apply to any inventory or accounting filed before, on, or after July 1, 2009.

(2) If the personal representative learns of any property not included in the original inventory, or learns that the estimated value or description indicated in the original inventory for any item is erroneous or misleading, the personal representative shall file a verified amended or supplementary inventory showing any new items and their estimated value at the date of the decedent’s death, or the revised estimated value or description.

(3) Upon written request to the personal representative, a beneficiary shall be furnished a written explanation of how the inventory value for an asset was determined, or, if an appraisal was obtained, a copy of the appraisal, as follows:

(a) To a residuary beneficiary or heir in an intestate estate, regarding all inventoried assets.

(b) To any other beneficiary, regarding all assets distributed or proposed to be distributed to that beneficiary.

The personal representative must notify each beneficiary of that beneficiary’s rights under this subsection. Neither a request nor the failure to request information under this subsection affects any rights of a beneficiary in subsequent proceedings concerning any accounting of the personal representative or the propriety of any action of the personal representative.

History.—s. 1, ch. 74-106; s. 76, ch. 75-220; s. 1, ch. 80-127; s. 4, ch. 84-106; s. 1, ch. 85-72; s. 29, ch. 85-342; s. 68, ch. 87-226; s. 28, ch. 95-401; s. 1003, ch. 97-102; s. 13, ch. 97-240; s. 127, ch. 2001-226; s. 1, ch. 2009-230; s. 1, ch. 2014-82.

Note.—Created from former s. 733.03.

Notes of Decisions

Cited in 28 cases (5 in the last 5 years), 1984–2026 · leading case: Amendments to the Florida Prob. Rules, 848 So. 2d 1069 (Fla. 2003).

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Amendments to the Florida Prob. Rules, 848 So. 2d 1069 (Fla. 2003). · cites it 20× “§ 733.604, Fla. Stat. Inventory. Rule References Fla.”

Florida Bar, 537 So. 2d 500 (Fla. 1988). · cites it 6× “F.S. 733.604 Inventory. F.S. 733.701 Notifying creditors.”

In Re Amendments to Florida Rule of Jud. Admin. 2.420, 31 So. 3d 756 (Fla. 2010). · cites it 4× “§ 733.604(1), Fla. Stat. (xii) The victim’s address in a domestic violence action on petitioner’s request.”

In Re Amendments to the Florida Prob. Rules, 50 So. 3d 578 (Fla. 2010). · cites it 10× “§ 733.604, Fla. Stat. Inventorylnventories and accountings; public records exemptions.”

In Re Amendments to Florida Rule of Jud. Admin. 2.420, 68 So. 3d 228 (Fla. 2011). · cites it 2× “§ 733.604(1), Fla. Stat. _ Victim’s address in domestic violence action on petitioner’s request.”

Cody v. Cody, 127 So. 3d 753 (Fla. 1st DCA 2013). · cites it 2× “See § 733.604, Fla. Stat. (PR required to file verified inventories and accountings).”

Richard & Chernecky v. Richard, 193 So. 3d 964 (Fla. 3d DCA 2016). “By way of example, section 733.604 imposes a duty upon a personal representative to “file a verified inventory of property of the estate.”

Amendments to Florida Prob. Rules, 807 So. 2d 622 (Fla. 2001). · cites it 10× “§ 733.604, Fla. Stat. Inventory. § 733.605, Fla.”

Florida Bar re Amendment to Rules, 458 So. 2d 1079 (Fla. 1984). “F.S. 733.604 Inventory. F.S. 733.605 Appraisers.”

Florida Bar re Emergency Amendments to Florida Rules of Prob. & Guardianship Procedure, 460 So. 2d 906 (Fla. 1984). · cites it 2× “Once filed, however, they are subject to the confidentiality provisions found in subsection 733.604(4), Florida Statutes (Supp.”

In Re Amend. to Florida Prob. Rules, 986 So. 2d 576 (Fla. 2008). · cites it 2× “§ 733.604(1), Fla. Stat. Inventory. § 733.”

In re Amendments to the Florida Prob. Rules, 607 So. 2d 1306 (Fla. 1992). · cites it 5× “§ 733.604, Fla.Stat. Inventory. Rule References FPRFla.”

Show all 28 citing cases →

— 733.604(1) — 19 cases

In Re Amendments to Florida Rule of Jud. Admin. 2.420, 31 So. 3d 756 (Fla. 2010). “§ 733.604(1), Fla. Stat. (xii) The victim’s address in a domestic violence action on petitioner’s request.”

Amendments to the Florida Prob. Rules, 848 So. 2d 1069 (Fla. 2003). “§ 733.604, Fla. Stat. Inventory. Rule References Fla.”

In Re Amendments to Florida Rule of Jud. Admin. 2.420, 68 So. 3d 228 (Fla. 2011). “§ 733.604(1), Fla. Stat. _ Victim’s address in domestic violence action on petitioner’s request.”

Florida Bar, 537 So. 2d 500 (Fla. 1988). “F.S. 733.604 Inventory. F.S. 733.701 Notifying creditors.”

In Re Amendments to the Florida Prob. Rules, 50 So. 3d 578 (Fla. 2010). “§ 733.604, Fla. Stat. Inventorylnventories and accountings; public records exemptions.”

— 733.604(2) — 4 cases

Florida Bar, 537 So. 2d 500 (Fla. 1988). “F.S. 733.604 Inventory. F.S. 733.701 Notifying creditors.”

Amendments to the Florida Prob. Rules, 848 So. 2d 1069 (Fla. 2003). “§ 733.604, Fla. Stat. Inventory. Rule References Fla.”

Florida Bar, 531 So. 2d 1261 (Fla. 1988).

Amendments to the Florida Prob. Rules, 778 So. 2d 272 (Fla. 2000).

— 733.604(21) — 1 case

Amendments to the Florida Prob. Rules, 848 So. 2d 1069 (Fla. 2003). “§ 733.604, Fla. Stat. Inventory. Rule References Fla.”

— 733.604(3) — 6 cases

Amendments to the Florida Prob. Rules, 848 So. 2d 1069 (Fla. 2003). “§ 733.604, Fla. Stat. Inventory. Rule References Fla.”

Amendments to the Florida Prob. Rules, 824 So. 2d 849 (Fla. 2002).

In Re: Amendments to the Florida Rules of Civil Procedure, Florida Rules of Gen. Practice & Jud. Admin., Florida Rules of Crim. Procedure, Florida Prob. Rules, Florida Rules of Traffic Court, Florida Small Claims Rules, Florida Rules of Juv. Procedure, Florida Rules of Appellate Procedure, & Florida Fam. Law Rules of Procedure (Fla. 2021).

In Re: Amendments to the Florida Prob. Rules - 2021 Fast-Track Report (Fla. 2021).

— 733.604(4) — 1 case

Florida Bar re Emergency Amendments to Florida Rules of Prob. & Guardianship Procedure, 460 So. 2d 906 (Fla. 1984). “Once filed, however, they are subject to the confidentiality provisions found in subsection 733.604(4), Florida Statutes (Supp.”

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